Financial Advice Stockport

Kevin Benstead Provides All Aspects of Financial Advice in Stockport & Surrounding Areas

Financial Advice Stockport

Kevin Benstead IFA Ltd

Since graduating with an Economics degree from Cardiff University, Kevin has worked all his life in the financial services sector with many years managerial experience in a bank and insurance company. I have worked as an Independent Financial Adviser for over 10 years.

Kevin took the decision to work on behalf of clients and not an organisation in January 2006 when he became an Independent Financial Adviser. Kevin also has further qualifications, in addition to FPC, Equity Release and Long Term Care.

“I see my role as providing my clients with an excellent and ongoing financial planning service which will enable you to achieve your objectives throughout your lifetime. In order to do this I need to understand your current and future financial needs and will individually tailor a bespoke solution for each of my clients.” Says Kevin.

“For my part I have worked as an Independent Financial Adviser for over 10 years but my experience extends beyond this as I have worked in Financial Services all my working life, previously with a Bank and an Insurance Company where I was employed at a managerial level.”

“I see my role as providing you with an excellent and ongoing financial planning service which will enable you to achieve your objectives throughout your lifetime. In order to do this I need to understand your current and future financial needs and will individually tailor a solution for each client.”

If we look at our process in more detail I will personally provide advice and help following a personal financial review which can take place at a convenient time to suit you. Meetings can be arranged through the day or evening and can take place in the comfort of your home or office or alternatively at our office in the High Peak, some 12 miles from the centre of Stockport. Most often a review will start with a very broad discussion of your concerns and aspirations, your financial aims and objectives before moving on to a thorough financial review.

 

Financial Advice Stockport – Kevin Benstead IFA Ltd 01663 734762

Pensions & Retirement Planning Stockport

Are you on course for a comfortable retirement? When was the last time you checked? If you are unsure please get in touch.